Anic Equity¶
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Total return since start: 0.557 %¶
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Equity now: -----------------------------> 47552.76 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46157.79 Kr¶
PnL: ---------------------------------------> -730.78 Kr¶
DD now: ---------------------------------> -2.215 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-25 10:54:57.370723'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HEBA B | 70 | -0.630000 | 2772.000000 | 136.000000 | 5.160000 | 2636.000010 |
| Beijer Electronics Group | 26 | -0.840000 | 3068.000000 | 97.000000 | 3.260000 | 2971.000006 |
| FM Mattsson Mora Group B | 50 | -3.230000 | 3000.000000 | 73.000000 | 2.490000 | 2927.000000 |
| SAAB B | 8 | 0.770000 | 3433.600000 | 56.600000 | 1.680000 | 3377.000000 |
| Boozt | 12 | 0.070000 | 1698.000000 | 44.000000 | 2.660000 | 1653.999996 |
| AcadeMedia | 12 | -1.780000 | 596.400000 | 39.400000 | 7.070000 | 557.000004 |
| MedCap | 2 | -0.220000 | 455.000000 | 34.000000 | 8.080000 | 421.000000 |
| Corem Property Group B | 59 | -1.900000 | 610.650000 | 33.650000 | 5.830000 | 576.999999 |
| Samhällsbyggnadsbo. i Norden B | 20 | -0.610000 | 388.500000 | 33.500000 | 9.440000 | 355.000000 |
| Resurs Holding | 22 | -0.650000 | 605.440000 | 31.440000 | 5.480000 | 573.999998 |
| HMS Networks | 2 | -2.590000 | 692.400000 | 19.400000 | 2.880000 | 673.000000 |
| Securitas B | 6 | -0.430000 | 586.080000 | 16.080000 | 2.820000 | 570.000000 |
| Swedbank A | 3 | -0.700000 | 577.050000 | 13.050000 | 2.310000 | 564.000000 |
| Eastnine | 4 | -0.470000 | 504.000000 | 13.000000 | 2.650000 | 491.000000 |
| OEM International B | 7 | 0.000000 | 539.000000 | 11.000000 | 2.080000 | 527.999997 |
| Norva24 Group | 16 | -2.430000 | 552.640000 | 9.640000 | 1.780000 | 543.000000 |
| Coor Service Management Hold. | 8 | -0.220000 | 540.800000 | 8.800000 | 1.650000 | 532.000000 |
| Intrum | 4 | -1.760000 | 535.800000 | 8.800000 | 1.670000 | 527.000000 |
| Karnov Group | 9 | -0.500000 | 540.000000 | 4.000000 | 0.750000 | 536.000004 |
| Fastighetsbolag. Emilshus Pref | 21 | -1.640000 | 565.950000 | 3.950000 | 0.700000 | 562.000005 |
| Samhällsbyggnadsbo. i Norden D | 12 | -0.480000 | 249.120000 | 3.120000 | 1.270000 | 246.000000 |
| Nordea Bank Abp | 29 | -0.030000 | 3453.320000 | -0.680000 | -0.020000 | 3453.999992 |
| Creaspac SPAC | 6 | 0.100000 | 576.000000 | -1.000000 | -0.170000 | 577.000002 |
| Handelsbanken A | 5 | -0.870000 | 543.000000 | -3.000000 | -0.550000 | 546.000000 |
| Essity B | 2 | -0.180000 | 559.600000 | -14.400000 | -2.510000 | 574.000000 |
| Midsona B | 63 | -0.990000 | 568.260000 | -14.740000 | -2.530000 | 582.999984 |
| Essity A | 4 | -0.710000 | 1122.000000 | -27.000000 | -2.350000 | 1149.000000 |
| CTEK | 13 | -2.260000 | 505.700000 | -28.300000 | -5.300000 | 533.999999 |
| International Petroleum Corp. | 5 | -1.080000 | 552.000000 | -42.570000 | -7.160000 | 594.565215 |
| Vivesto | 1368 | 0.800000 | 551.580000 | -61.420000 | -10.020000 | 612.999432 |
| Sampo Oyj SDB | 7 | -0.920000 | 3773.000000 | -77.000000 | -2.000000 | 3850.000000 |
| Axfood | 13 | 0.730000 | 3608.800000 | -147.200000 | -3.920000 | 3756.000001 |
| Fasadgruppen Group | 35 | 1.370000 | 3626.000000 | -185.000000 | -4.850000 | 3810.999990 |
| OX2 | 18 | -2.240000 | 1415.700000 | -248.300000 | -14.920000 | 1663.999992 |
| Ovzon | 52 | -2.540000 | 2792.400000 | -569.600000 | -16.940000 | 3361.999992 |
| TOTAL | 46157.790000 | -730.780000 | -2.21495% | 46888.564618 |
Updated:¶
'2023-01-25 10:55:10.068509'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
